Turn an approved opportunity into a project job
Move a confirmed opportunity into the project system with the job details your team already has.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a job
Creates a new construction or roofing job.
Why this helps
A sold project can sit between sales and operations while someone recreates its setup by hand.
- Reduce delay between approval and project setup.
- Carry provided location and job details into AccuLynx.
- Make the sales to operations handoff easier to track.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and AccuLynx once in the Notis portal.
- 2Create an automation and describe how an approved opportunity should become a job.
- 3Tell Notis to create an AccuLynx job from approved opportunity details included in the request.
- 4Select the Notis webhook trigger and choose a report channel.
- 5Test with one real approved opportunity and review the created job.
Questions about this workflow
What needs to be in the webhook request?
Include the information required to create the job, such as the associated contact and project details. Notis cannot supply missing facts.
Can the automation decide whether an opportunity is approved?
The webhook request or your instruction must make the approval condition clear. AgencyZoom trigger events are not listed here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Acculynx. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Acculynx actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add job appointment
Schedules the first appointment for a job.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a contact
Creates a contact for a customer, lead, vendor, or other project contact.
Create a job
Creates a new construction or roofing job.
Create a lead
Creates a lead for a residential roofing project.
Job appointment summary
Lists appointments scheduled for a specific job.
List of calendars for the location
Lists calendars available to your account or organization.
List of contact types related to the company
Lists the available contact types.
Update company representative
Assigns a company representative to a job.
Connect any two apps with Notis in the middle.
Agencyzoom and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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